THE GARRISON INSTITUTE (EIN 010597067) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JONATHAN FP ROSE

Phone

8454244800

Tax Period

2023-01-01 to 2023-12-31

THE GARRISON INSTITUTE, founded in 2001, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 6% surplus.

Mission

DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,936,181

Program Service Revenue $1,655,508

Investment Income $7

Other Revenue $192,887

TOTAL REVENUE $4,784,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,691,237

Fundraising Expenses $681,223

Program Expenses $3,227,282

Other Expenses $2,825,062

TOTAL EXPENSES $4,516,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,784,583	$3,582,995	+0.3%
Expenses	$4,516,299	$3,257,679	+0.4%
Net Income	$268,284	$325,316	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$221,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN FP ROSE	BOARD CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
DIANA CALTHORPE ROSE	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL SIEGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LISETTE COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
FREDERICK B HARVEY III	BOARD MEMBER	1.00	Director	$0	$0	$0
SEBASTIAN ZUGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN RENNIE GROSSMAN	EXECUTIVE DIRECTOR	40.00	Officer	$177,724	$43,993	$221,717
JEANNE ENGLERT	CHIEF OPERATIONS OFFICER	40.00	Highest	$136,375	$60,940	$197,315
STEPHEN POSNER	DIRECTOR, PPH PROGRAM	40.00	Highest	$114,075	$0	$114,075
CHRISTINA TINARI	DIRECTOR, CMB PROGRAM	40.00	Highest	$138,918	$18,503	$157,421

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,784,583	$4,516,299	$1,245,209	$268,284
2022	$3,582,995	$3,257,679	$916,595	$325,316
2021	$2,779,160	$2,434,966	$591,105	$344,194
2020	$2,791,615	$3,316,680	$440,230	$-525,065
2019	$3,920,173	$4,246,134	$1,113,062	$-325,961
2018	$4,799,977	$4,459,023	$1,027,442	$340,954

THE GARRISON INSTITUTE